Host: John Thompson Guest: Suzanne Patrick Lawrence

Full podcast: https://nurturingsuccess.podbean.com/e/suzanne-patrick-lawrence/

In this episode of Nurturing Success, host John Thompson welcomes Suzanne Patrick Lawrence, a seasoned business strategist and CEO of Advisor Business Solutions. Suzanne shares her multi-decade journey working with independent financial advisors, helping them grow through more innovative marketing, succession planning, and intentional leadership. She reflects on the evolution of the advice industry, what makes a firm stand out today, and how embracing transition—both personally and professionally—can unlock the next chapter of success.

💡What You'll Learn: Why marketing isn’t sales—and how advisors should think differently The emotional and business challenges of succession planning How Suzanne helps match advisors with next-gen successors The importance of defining your message and staying consistent Why client relationships are critical in protecting your business How to grow with intention and lead your firm through transition Lessons from working with family in a multigenerational business

🔗 Resources & Mentions: Advisor Business Solutions – Suzanne’s firm Succession Planning, Growth Consulting, and Team Coaching The emotional side of practice transitions Marketing strategy for RIAs and financial professionals Connect with Us: Please reach out to Suzanne with any questions or feedback.

Contact Suzanne Here https://advisorbusinesssolutions.com/ Follow us on social media for the latest updates and additional insights @smplmortgage If you enjoyed this episode, please like, share, and subscribe to Nurturing Success for more insights from industry leaders. Stay tuned for the next episode, where we continue to explore successful financial strategies and practices. If you're interested in being our next guest, please reach out to jack@smplmortgage.com to schedule a time.